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Global X SuperDividend US ETF
DIV

103 hedge funds and large institutions have $138M invested in Global X SuperDividend US ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

0.01% more ownership

Funds ownership: 22.6% → 22.61% (+0.01%)

7% less funds holding

Funds holding: 111 → 103 (-8)

10% less capital invested

Capital invested by funds: $154M → $138M (-$15.5M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $566K

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
34
Closed
18
Calls
$70K
Puts
$566K
Net Calls
-$496K
Net Calls Change
-$1.06M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.88M
2
Bank of America
Bank of America
North Carolina
+$5.37M
3
EE
EWG Elevate
California
+$2.94M
4
AWM
AE Wealth Management
Kansas
+$1.87M
5
Citadel Advisors
Citadel Advisors
Florida
+$931K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.16M
2
MML Investors Services
MML Investors Services
Massachusetts
-$3.29M
3
Lido Advisors
Lido Advisors
California
-$2.82M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.64M
5
Wells Fargo
Wells Fargo
California
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
Perigon Wealth Management
California
$271K -$14K -760 -5%
William Blair & Company
52
William Blair & Company
Illinois
$262K -$55.3K -3,000 -17%
CAM
53
Cresset Asset Management
Illinois
$261K – – –
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$251K +$3.45K +187 +1%
BAM
55
BTS Asset Management
Massachusetts
$248K – – –
SPC
56
Sigma Planning Corp
Michigan
$238K +$9.74K +528 +4%
CM
57
Cornerstone Management
Georgia
$238K -$10.9K -590 -4%
LAM
58
LifePro Asset Management
California
$232K -$305K -16,546 -57%
KPWS
59
Kestra Private Wealth Services
Texas
$231K -$11K -594 -4%
AWM
60
Apollon Wealth Management
South Carolina
$227K -$535 -29 -0.2%
IFG
61
Independent Financial Group
California
$224K +$30.6K +1,661 +15%
AAS
62
Ameritas Advisory Services
Nebraska
$215K -$47.1K -2,554 -17%
PAG
63
Private Advisor Group
New Jersey
$215K -$90.3K -4,897 -28%
SF
64
Synovus Financial
Georgia
$190K +$3.25K +176 +2%
Mariner
65
Mariner
Kansas
$187K -$207K -11,236 -51%
MA
66
Mutual Advisors
Nebraska
$185K +$196K +10,621 New
SW
67
Simplicity Wealth
New Jersey
$182K -$79.5K -4,311 -29%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$177K -$233K -12,633 -56%
ASN
69
Advisory Services Network
Georgia
$137K +$2.27K +123 +2%
BAM
70
Belpointe Asset Management
Nevada
$133K -$121K -6,546 -46%
IA
71
IFP Advisors
Florida
$131K -$81.9K -4,443 -46%
RG
72
Retirement Group
California
$119K +$31.5K +1,710 +34%
CIAS
73
Capital Investment Advisory Services
North Carolina
$105K -$7.75K -420 -7%
TWM
74
Tradition Wealth Management
Minnesota
$98K – – –
NA
75
NewEdge Advisors
Louisiana
$93.1K +$47K +2,546 +91%
1 2
3
4 5

DIV Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2023, worth a combined $138M — down 10% from $154M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DIV and 12 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 42 added.

The largest buyer was LPL Financial, adding an estimated $5.88M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $4.16M sold.

  • 103 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $138M of Global X SuperDividend US ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 12 funds opened new Global X SuperDividend US ETF positions in Q1 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2023 was LPL Financial, an estimated $5.88M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2023 was Janney Montgomery Scott, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2023.